WR Wealth Planners’s Comcast CMCSA Stock Holding History

WR Wealth Planners’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$51.6K	Sell	1,374 -87	-6%	-$3.61K	0.02%	321
2024 Q3	$61K	Buy	1,461 +278	+23%	+$11K	0.02%	316
2024 Q2	$46.3K	Sell	1,183 -612	-34%	-$23.9K	0.01%	339
2024 Q1	$77.8K	Buy	+1,795	New	+$77.4K	0.02%	281
2023 Q4	–	Sell	-1,691	Closed	-$75K	–	301
2023 Q3	$75K	Sell	1,691 -70	-4%	-$3.13K	0.03%	274
2023 Q2	$73.2K	Buy	1,761 +1,325	+304%	+$52.6K	0.03%	279
2023 Q1	$16.5K	Buy	436 +370	+561%	+$14K	0.01%	452
2022 Q4	$2.31K	Hold	66	–	–	﹤0.01%	386
2022 Q3	$1.94K	Hold	66	–	–	﹤0.01%	392
2022 Q2	$2.59K	Hold	66	–	–	﹤0.01%	398
2022 Q1	$3.09K	Buy	+66	New	+$3.18K	﹤0.01%	399

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's CMCSA Position: Q4 2024 in Review

WR Wealth Planners reduced its Comcast (CMCSA) stake by 6% in Q4 2024, selling an estimated $3.61K and leaving 1,374 shares worth $51.6K. The position accounts for 0.02% of the portfolio, ranked #321.

WR Wealth Planners first reported a position in CMCSA in Q1 2022 and has held it in 11 quarters since. The position peaked at $77.8K in Q1 2024. 2,454 funds tracked by Wall St. Rank hold CMCSA as of Q4 2024.

WR Wealth Planners held 1,374 shares of Comcast worth $51.6K as of Q4 2024.
WR Wealth Planners sold 87 Comcast shares in Q4 2024, an estimated $3.61K.
Comcast made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #321 holding.
WR Wealth Planners first reported a position in Comcast in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Comcast position peaked at $77.8K in Q1 2024.
2,454 funds tracked by Wall St. Rank held Comcast as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.